Best workflow: Client onboarding process in Stackby

Workflows
1

Looking for the most efficient way to manage your client onboarding process in Stackby?

2

Create a 5-stage workflow:

  1. Lead Captured (form submission).
  2. Discovery Call (auto-scheduled).
  3. Proposal Sent (template auto-filled).
  4. Contract Signed (status update triggers).
  5. Kickoff (auto-creates project tasks).

Each stage has automations: email sequences, task creation, team notifications. Use Kanban view to track all clients in pipeline.